JDJ Family Office Services
Description
Address: 2 Oliver St #905, Boston, MA 02109 Phone: (617) 765-2100Hours: Category: Website: : : : : : Place name: : Website: http://jdjresources.com Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of JDJ Posting publicly on the Web Write a review Reviews 1 Google review
JDJ Family Office Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JDJ Family Office Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JDJ Family Office Services Salaries. You can even request information on how much does JDJ Family Office Services pay if you want to. Learn about salaries, pros and cons of working for JDJ Family Office Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
16 JDJ Family Office Services employees in database. Find out everything there's to know about JDJ Family Office Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JDJ Family Office Services Employees
Employee
Years
Job
Industry
Peter Salvia Peter Salvia's JDJ Family Office Services Experience August 2014 - October 2014
Job Functional Specialist at State Street
Industry
Experience
State Street April 2015 - Present
JDJ Family Office Services August 2014 - October 2014
Boston College Transportation & Parking Department May 2013 - May 2014
Alternative Solutions Telecommunications Reseller June 2007 - August 2012
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), Economics
State Street April 2015 - Present
JDJ Family Office Services August 2014 - October 2014
Boston College Transportation & Parking Department May 2013 - May 2014
Alternative Solutions Telecommunications Reseller June 2007 - August 2012
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), Economics
Talia Albano Talia Albano's JDJ Family Office Services Experience June 2014 - Present
Job Account Manager at JDJ Family Office Services
Industry Accounting
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass February 2014 - June 2014
Cambridge Systematics April 2013 - February 2014
Cambridge Systematics July 2008 - March 2013
BNY Mellon May 2007 - January 2008
Skills
Accounts Receivable, Journal Entries, Account Reconciliation, Invoicing, Microsoft Excel, General Ledger, Monthly Close, Deltek, Payroll, ADP Payroll, Accounting, Financial Reporting, Accounts Payable, Cost Accounting, QuickBooks, Bookkeeping
Education
Roger Williams University 2004 — 2008
Bachelor of Science (BS), Accounting
JDJ Family Office Services June 2014 - Present
Rothstein Kass February 2014 - June 2014
Cambridge Systematics April 2013 - February 2014
Cambridge Systematics July 2008 - March 2013
BNY Mellon May 2007 - January 2008
Skills
Accounts Receivable, Journal Entries, Account Reconciliation, Invoicing, Microsoft Excel, General Ledger, Monthly Close, Deltek, Payroll, ADP Payroll, Accounting, Financial Reporting, Accounts Payable, Cost Accounting, QuickBooks, Bookkeeping
Education
Roger Williams University 2004 — 2008
Bachelor of Science (BS), Accounting
Elana Vasi, CPO® Elana Vasi, CPO®'s JDJ Family Office Services Experience June 2014 - Present
Job Manager at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
St. Mary's & St. Timothy's Catholic Churches September 2004 - January 2015
Rothstein Kass August 2012 - June 2014
JDJ Resources May 2006 - July 2012
Trinity Repertory Company August 2005 - May 2006
Skills
Event Planning, Microsoft Office, Administrative Support, Providing family office..., Organization, Office Management, Payroll, Family Office, Executive..., Travel Arrangements, Household, Concierge Services, Administrative...
Education
Providence College 2001 — 2005
Bachelor of Arts (BA)
National Association of Professional Organizers
Certified Professional Organizer
JDJ Family Office Services June 2014 - Present
St. Mary's & St. Timothy's Catholic Churches September 2004 - January 2015
Rothstein Kass August 2012 - June 2014
JDJ Resources May 2006 - July 2012
Trinity Repertory Company August 2005 - May 2006
Skills
Event Planning, Microsoft Office, Administrative Support, Providing family office..., Organization, Office Management, Payroll, Family Office, Executive..., Travel Arrangements, Household, Concierge Services, Administrative...
Education
Providence College 2001 — 2005
Bachelor of Arts (BA)
National Association of Professional Organizers
Certified Professional Organizer
Kimberly Bolton Kimberly Bolton's JDJ Family Office Services Experience June 2014 - Present
Job Bookkeeper at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
The First Universalist Church in Providence, RI January 2013 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources December 2011 - July 2012
St. Mary's Church March 2008 - June 2012
Crown Optical/ Essilor April 2009 - August 2011
Rhode Island College September 2004 - June 2008
Skills
Microsoft Office, Excel, Word, Assembly, Music, Records Management, QuickBooks, Citrix, Microsoft Word, Microsoft Excel
Education
Rhode Island College 2004 — 2008
Music BA, Voice
Johnston Senior High School
Johnston Senior High School
JDJ Family Office Services June 2014 - Present
The First Universalist Church in Providence, RI January 2013 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources December 2011 - July 2012
St. Mary's Church March 2008 - June 2012
Crown Optical/ Essilor April 2009 - August 2011
Rhode Island College September 2004 - June 2008
Skills
Microsoft Office, Excel, Word, Assembly, Music, Records Management, QuickBooks, Citrix, Microsoft Word, Microsoft Excel
Education
Rhode Island College 2004 — 2008
Music BA, Voice
Johnston Senior High School
Johnston Senior High School
Mallory Garneau Mallory Garneau's JDJ Family Office Services Experience June 2014 - Present
Job Account Manager at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass (formerly JDJ Resources) August 2012 - June 2014
JDJ Resources December 2011 - August 2012
State Street September 2007 - December 2011
Southern New Hampshire Services, Inc. May 2004 - August 2007
Zimmermann Chiropractic & Wellness Center January 2006 - May 2007
Skills
Financial Reporting, Account Reconciliation, Accounts Receivable, Accounts Payable, Bookkeeping, Budgets, Microsoft Excel, Management, Strategic Financial..., Finance, Payroll, Analysis, Access, Microsoft Word, Internal Controls, Financial Analysis, Investments, QuickBooks, General Ledger
Education
Southern New Hampshire University 2003 — 2007
Bachelor of Science (BS), Marketing
JDJ Family Office Services June 2014 - Present
Rothstein Kass (formerly JDJ Resources) August 2012 - June 2014
JDJ Resources December 2011 - August 2012
State Street September 2007 - December 2011
Southern New Hampshire Services, Inc. May 2004 - August 2007
Zimmermann Chiropractic & Wellness Center January 2006 - May 2007
Skills
Financial Reporting, Account Reconciliation, Accounts Receivable, Accounts Payable, Bookkeeping, Budgets, Microsoft Excel, Management, Strategic Financial..., Finance, Payroll, Analysis, Access, Microsoft Word, Internal Controls, Financial Analysis, Investments, QuickBooks, General Ledger
Education
Southern New Hampshire University 2003 — 2007
Bachelor of Science (BS), Marketing
Angela Simmons's JDJ Family Office Services Experience June 2014 - Present
Job Account Manager at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources May 2012 - July 2012
J.J. Best Banc & Co August 2011 - May 2012
Skills
Accounting, Bookkeeping, Accounts Receivable, Accounts Payable, Bill Payment, Account Reconciliation, Financial Reporting, Cost Accounting, Financial Accounting, Financial Analysis, Customer Service, Food Service, Restaurants
Education
Bridgewater State University 2007 — 2011
Bachelor's degree, Accounting and Finance, 'Magna Cum Laude'
Plymouth North High
Plymouth North High
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources May 2012 - July 2012
J.J. Best Banc & Co August 2011 - May 2012
Skills
Accounting, Bookkeeping, Accounts Receivable, Accounts Payable, Bill Payment, Account Reconciliation, Financial Reporting, Cost Accounting, Financial Accounting, Financial Analysis, Customer Service, Food Service, Restaurants
Education
Bridgewater State University 2007 — 2011
Bachelor's degree, Accounting and Finance, 'Magna Cum Laude'
Plymouth North High
Plymouth North High
Ashley Mastrostefano, CFP® Ashley Mastrostefano, CFP®'s JDJ Family Office Services Experience November 2014 - Present
Job Manager at JDJ Family Office Services
Industry Individual & Family Services
Experience
JDJ Family Office Services November 2014 - Present
Boston Biotech Conference March 2014 - October 2014
Rothstein Kass August 2012 - February 2014
JDJ Resources March 2007 - July 2012
Skills
Accounting, Financial Reporting, Budgets, Estate Planning, Tax, Microsoft Excel, Strategic Financial..., High Net Worth...
Education
Bryant University 2002 — 2006
Bachelors of Science, Business Administration
JDJ Family Office Services November 2014 - Present
Boston Biotech Conference March 2014 - October 2014
Rothstein Kass August 2012 - February 2014
JDJ Resources March 2007 - July 2012
Skills
Accounting, Financial Reporting, Budgets, Estate Planning, Tax, Microsoft Excel, Strategic Financial..., High Net Worth...
Education
Bryant University 2002 — 2006
Bachelors of Science, Business Administration
JR Bryant's JDJ Family Office Services Experience June 2014 - Present
Job Bookkeeper at JDJ Family Office Services
Industry Accounting
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass September 2013 - June 2014
Berkeley Research Group LLC July 2012 - August 2013
Fit U Health Clubs March 2012 - June 2012
Interprint, Inc. USA April 2011 - March 2012
SEI / Aaron’s, Inc June 2010 - April 2011
Planet Fitness, Inc August 2008 - April 2011
Skills
Payroll, Accounting, Auditing, SAP, Accounts Payable, Management, Financial Reporting, Customer Service, Journal Entries, Microsoft Office, Bookkeeping, Microsoft Excel, Financial Statements, Accruals
Education
Berkshire Community College
Associates Degree, Business Administration
Massachusetts College of Liberal Arts
Bachelor of Science Degree, Accounting
JDJ Family Office Services June 2014 - Present
Rothstein Kass September 2013 - June 2014
Berkeley Research Group LLC July 2012 - August 2013
Fit U Health Clubs March 2012 - June 2012
Interprint, Inc. USA April 2011 - March 2012
SEI / Aaron’s, Inc June 2010 - April 2011
Planet Fitness, Inc August 2008 - April 2011
Skills
Payroll, Accounting, Auditing, SAP, Accounts Payable, Management, Financial Reporting, Customer Service, Journal Entries, Microsoft Office, Bookkeeping, Microsoft Excel, Financial Statements, Accruals
Education
Berkshire Community College
Associates Degree, Business Administration
Massachusetts College of Liberal Arts
Bachelor of Science Degree, Accounting
Carrie Collins's JDJ Family Office Services Experience June 2014 - September 2014
Job Vice President, Finance
Industry Accounting
Experience
Corbelis October 2014 - Present
JDJ Family Office Services June 2014 - September 2014
Rothstein Kass September 2013 - June 2014
Walter & Shuffain, P.C. August 2010 - September 2013
Canyon Ranch June 2009 - August 2010
Smith, Watson & Company, LLP December 2008 - June 2009
Walter & Shuffain, P.C. September 2006 - December 2008
Brazee & Huban, CPAs December 2005 - April 2006
Skills
Accounts Payable, Auditing, GAAP, Budgets, Financial Statements, Tax, CPA, Accounting, Accounts Receivable, Payroll, Analysis, Corporate Tax, General Ledger, Tax Returns, Tax Preparation, Financial Reporting
Education
University of Massachusetts, Amherst 2006 — 2007
Master of Science (M.S.), Accounting
University of Massachusetts, Amherst 2004 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Corbelis October 2014 - Present
JDJ Family Office Services June 2014 - September 2014
Rothstein Kass September 2013 - June 2014
Walter & Shuffain, P.C. August 2010 - September 2013
Canyon Ranch June 2009 - August 2010
Smith, Watson & Company, LLP December 2008 - June 2009
Walter & Shuffain, P.C. September 2006 - December 2008
Brazee & Huban, CPAs December 2005 - April 2006
Skills
Accounts Payable, Auditing, GAAP, Budgets, Financial Statements, Tax, CPA, Accounting, Accounts Receivable, Payroll, Analysis, Corporate Tax, General Ledger, Tax Returns, Tax Preparation, Financial Reporting
Education
University of Massachusetts, Amherst 2006 — 2007
Master of Science (M.S.), Accounting
University of Massachusetts, Amherst 2004 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Brian Veronesi's JDJ Family Office Services Experience June 2014 - September 2015
Job Client Services Associate at tonneson + co
Industry Accounting
Experience
tonneson + co September 2015 - Present
JDJ Family Office Services June 2014 - September 2015
Rothstein Kass September 2013 - June 2014
Accounting Resources Inc. August 2011 - September 2013
Allan S. Goodman, Inc. - Rogo Distributors May 2010 - April 2011
Allan S. Goodman, Inc. - Rogo Distributors 2007 - 2010
Skills
QuickBooks, Microsoft Excel, Financial Reporting, Account Reconciliation, Bank Reconciliation, Journal Entries, Accounting, Tax, Accounts Payable, Time Management, Event Planning
Education
University of New Hampshire 2006 — 2010
Bachelor's degree, Sociology/Business
tonneson + co September 2015 - Present
JDJ Family Office Services June 2014 - September 2015
Rothstein Kass September 2013 - June 2014
Accounting Resources Inc. August 2011 - September 2013
Allan S. Goodman, Inc. - Rogo Distributors May 2010 - April 2011
Allan S. Goodman, Inc. - Rogo Distributors 2007 - 2010
Skills
QuickBooks, Microsoft Excel, Financial Reporting, Account Reconciliation, Bank Reconciliation, Journal Entries, Accounting, Tax, Accounts Payable, Time Management, Event Planning
Education
University of New Hampshire 2006 — 2010
Bachelor's degree, Sociology/Business
Jacob Hachey Jacob Hachey's JDJ Family Office Services Experience July 2014 - Present
Job Associate at JDJ Family Office Services
Industry Accounting
Experience
JDJ Family Office Services July 2014 - Present
Cambridge Systematics August 2013 - July 2014
Ray Hachey Inc. May 2011 - July 2013
Skills
Accounting, Microsoft Office, Teamwork, Leadership, Volunteering, Data Entry, Accounts Payable, Cash Receipts, Expense Reports, Account Reconciliation, Accounts Receivable, Microsoft Excel
Education
University of Massachusetts Lowell 2013 — 2015
Master of Science, Accounting
University of Massachusetts at Lowell 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Mount Wachusett Community College 2009 — 2011
Associate's degree, Liberal Arts and Sciences
JDJ Family Office Services July 2014 - Present
Cambridge Systematics August 2013 - July 2014
Ray Hachey Inc. May 2011 - July 2013
Skills
Accounting, Microsoft Office, Teamwork, Leadership, Volunteering, Data Entry, Accounts Payable, Cash Receipts, Expense Reports, Account Reconciliation, Accounts Receivable, Microsoft Excel
Education
University of Massachusetts Lowell 2013 — 2015
Master of Science, Accounting
University of Massachusetts at Lowell 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Mount Wachusett Community College 2009 — 2011
Associate's degree, Liberal Arts and Sciences
James M. Kittler's JDJ Family Office Services Experience June 2014 - Present
Job JDJ Family Office Services
Industry Individual & Family Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS, LLC June 1997 - April 2000
State Street Bank July 1996 - June 1997
AEW Capital Management May 1993 - June 1996
Skills
Accounting, Financial Planning, Budgeting, Financial Reporting, High Net Worth..., Estate Planning, Strategic Financial..., Portfolio Management, Insurance, Finance, Wealth Management, Budgets, Management Consulting, Due Diligence, Asset Management, Tax, Investments, Private Equity, Management
Education
Babson College 1987 — 1991
Boston University
Certificate in Financial Planning, Financial Planning
Boston University
Real Estate Studies Program
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS, LLC June 1997 - April 2000
State Street Bank July 1996 - June 1997
AEW Capital Management May 1993 - June 1996
Skills
Accounting, Financial Planning, Budgeting, Financial Reporting, High Net Worth..., Estate Planning, Strategic Financial..., Portfolio Management, Insurance, Finance, Wealth Management, Budgets, Management Consulting, Due Diligence, Asset Management, Tax, Investments, Private Equity, Management
Education
Babson College 1987 — 1991
Boston University
Certificate in Financial Planning, Financial Planning
Boston University
Real Estate Studies Program
Doreen Biebusch Doreen Biebusch's JDJ Family Office Services Experience June 2014 - Present
Job Partner at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS June 1997 - June 2000
AEW Capital Management 1996 - 1997
Aldrich Eastman & Waltch 1988 - 1997
AEW Capital Management (formerly Aldrich Eastman & Waltch) 1988 - 1997
KPMG Peat Marwick 1981 - 1988
Skills
Estate Planning, Strategic Financial..., Family Office, Financial Analysis, Tax Preparation, Family Business, Fiduciary, Gift Tax, Trusts, Estate Tax Planning, LLC, Alternative Investments, Tax, Investment Management, Venture Capital, Finance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1981
MBA, Accounting
Skidmore College 1975 — 1979
BA, English
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS June 1997 - June 2000
AEW Capital Management 1996 - 1997
Aldrich Eastman & Waltch 1988 - 1997
AEW Capital Management (formerly Aldrich Eastman & Waltch) 1988 - 1997
KPMG Peat Marwick 1981 - 1988
Skills
Estate Planning, Strategic Financial..., Family Office, Financial Analysis, Tax Preparation, Family Business, Fiduciary, Gift Tax, Trusts, Estate Tax Planning, LLC, Alternative Investments, Tax, Investment Management, Venture Capital, Finance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1981
MBA, Accounting
Skidmore College 1975 — 1979
BA, English
Kraig C. Moore's JDJ Family Office Services Experience June 2014 - Present
Job Manager at JDJ Family Office Services
Industry Accounting
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2013 - June 2014
Capital Services LLC April 2009 - August 2013
KPMG September 2007 - November 2008
Summerfuel - f/k/a Academic Study Associates June 2007 - August 2007
University of Massachusetts Amherst March 2005 - May 2007
Volunteer Income Tax Assistance January 2007 - April 2007
Ghana Business Development & Global Citizenship Program January 2007 - January 2007
University of Massachusetts Amherst August 2006 - December 2006
KPMG June 2006 - August 2006
Skills
Auditing, Accounting, Financial Reporting, Tax, Account Reconciliation, Finance, Microsoft Excel, Leadership, Budgets, Excel, Audit, PowerPoint, Word, Microsoft Office, Outlook, Budgeting, Document Management, Small Business..., Tax Preparation, Corporate Tax, Partnership Taxation, Trust Accounting, Personal Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Accounting & Information Systems, Economics, Certification in Public Policy & Administration
Imperial College London 2006 — 2006
Semester on Exchange, Business
Hingham High School 1999 — 2003
High School Education
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2013 - June 2014
Capital Services LLC April 2009 - August 2013
KPMG September 2007 - November 2008
Summerfuel - f/k/a Academic Study Associates June 2007 - August 2007
University of Massachusetts Amherst March 2005 - May 2007
Volunteer Income Tax Assistance January 2007 - April 2007
Ghana Business Development & Global Citizenship Program January 2007 - January 2007
University of Massachusetts Amherst August 2006 - December 2006
KPMG June 2006 - August 2006
Skills
Auditing, Accounting, Financial Reporting, Tax, Account Reconciliation, Finance, Microsoft Excel, Leadership, Budgets, Excel, Audit, PowerPoint, Word, Microsoft Office, Outlook, Budgeting, Document Management, Small Business..., Tax Preparation, Corporate Tax, Partnership Taxation, Trust Accounting, Personal Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Accounting & Information Systems, Economics, Certification in Public Policy & Administration
Imperial College London 2006 — 2006
Semester on Exchange, Business
Hingham High School 1999 — 2003
High School Education
Brett Dietz's JDJ Family Office Services Experience 2015 - Present
Job Client Advisor and Tax Associate at Fortis Management Group
Industry Accounting
Experience
JDJ Family Office Services 2015 - Present
Fortis Management Group September 2013 - March 2015
Brown Brothers Harriman June 2011 - September 2013
RINET Company July 2010 - December 2010
MFS Investment Management June 2009 - January 2010
MFS Investment Management July 2008 - December 2008
Skills
Bloomberg, Customer Service, Account Reconciliation, Financial Services, PowerPoint, Microsoft Excel, Tax, Mutual Funds, Analysis, Securities, Financial Analysis, Financial Statements, Tax Preparation, Income tax prep, Accounting
Education
Northeastern University 2014 — 2016
Master's Degree, Taxation, Graduate
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration; Finance and Accounting
JDJ Family Office Services 2015 - Present
Fortis Management Group September 2013 - March 2015
Brown Brothers Harriman June 2011 - September 2013
RINET Company July 2010 - December 2010
MFS Investment Management June 2009 - January 2010
MFS Investment Management July 2008 - December 2008
Skills
Bloomberg, Customer Service, Account Reconciliation, Financial Services, PowerPoint, Microsoft Excel, Tax, Mutual Funds, Analysis, Securities, Financial Analysis, Financial Statements, Tax Preparation, Income tax prep, Accounting
Education
Northeastern University 2014 — 2016
Master's Degree, Taxation, Graduate
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration; Finance and Accounting